McCarley & Cook Financial Planners’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

McCarley & Cook Financial Planners’s Portfolio VSS Stock Details VSS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$5.28K	Sell	34 -20	-37%	-$3.12K	﹤0.01%	202
2026 Q2	$8.33K	Hold	54	–	–	0.01%	166
2026 Q1	$7.87K	Sell	54 -574	-91%	-$86.8K	0.01%	174
2025 Q4	$90K	Buy	+628	New	+$89.4K	0.08%	68

Other funds holding VSS

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return

Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return

IFG Advisors St. Louis, Missouri $730M AUM 19.37% 1-Year Est. Return

McCarley & Cook Financial Planners's VSS Position: Q3 2026 in Review

McCarley & Cook Financial Planners reduced its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 37% in Q3 2026, selling an estimated $3.12K and leaving 34 shares worth $5.28K. The position accounts for ﹤0.01% of the portfolio, ranked #202.

McCarley & Cook Financial Planners first reported a position in VSS in Q4 2025 and has held it in 4 quarters since. The position peaked at $90K in Q4 2025. 211 funds tracked by Wall St. Rank hold VSS as of Q3 2026.

McCarley & Cook Financial Planners held 34 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $5.28K as of Q3 2026.
McCarley & Cook Financial Planners sold 20 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q3 2026, an estimated $3.12K.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up ﹤0.01% of McCarley & Cook Financial Planners's portfolio in Q3 2026, its #202 holding.
McCarley & Cook Financial Planners first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2025 and has held it in 4 quarters since.
McCarley & Cook Financial Planners's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $90K in Q4 2025.
211 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q3 2026.

Based on McCarley & Cook Financial Planners's 13F filing for Q3 2026, filed 21 Oct 2026.